Nova Wealth Management Inc. Portfolio
Invests via Nova Wealth Management Inc. | Managed by Amy Christine Novakovich, James Peter Novakovich III, Tamara Laura Clingan, Stephen Herrington, Scott Nelson, Judd J. Garrett
Invests via Nova Wealth Management Inc.
Managed by Amy Christine Novakovich, James Peter Novakovich III, Tamara Laura Clingan, Stephen Herrington, Scott Nelson, Judd J. Garrett
Automatically Tracked
Company Profile
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
Investment Philosophy & Strategy
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
35.44%
Gain -0.31%
Monthly
1.53%
Yearly
19.97%
Drawdown
15.73%
$181.8M
Equity
Holdings
$181.8M
Investment
$148.03M
$40.48M
Profit -$437,492.66
Realized
$6.71M
Unrealized
$33.77M
Dividends
$2.92M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$437,492.66
Win %
76%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$437,492.66
Win %
76%
This Month
Compared to last month
Gain
3.02%
Profit
$5.34M
Win %
76%
This Year
Compared to last year
Gain
0.22%
Profit
$450,870.39
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$219,727.14 
ETN Eaton Corporation plc
+7.32%
+$764.37 
GOOG Alphabet Inc
+6.88%
+$10,359.47 
GOOGL Alphabet Inc
+6.73%
+$97,407.45 
VRT Vertiv Holdings Co
+6.18%
+$2,391.9 
ANET Arista Networks, Inc.
+5.46%
+$3,974.58 
APO Apollo Global Management, Inc.
+4.44%
+$758.28 
SNPS Synopsys, Inc.
+4.41%
+$558.62 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$946.28 
TT Trane Technologies plc
+3.33%
+$3,946.23 
META Meta Platforms Inc Class A
+3.28%
+$7,213.44 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$1,724.74 
UHS Universal Health Services, Inc.
+3.15%
+$36.05 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,377.12 
MSFT Microsoft Corp.
+3.02%
+$55,801.1 
HTGC Hercules Capital Inc.
+3.01%
+$1,211.04 
RTH VanEck Retail ETF
+2.95%
+$307.95 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$2,470.38 
NVDA NVIDIA Corporation
+2.93%
+$113,806.15 
SMCI Super Micro Computer Inc
+2.42%
+$446.89 
CVX Chevron Corporation
+2.35%
+$2,047.56 
MRVL Marvell Technology, Inc.
+2.32%
+$1,009.62 
ORLY O'Reilly Automotive Inc.
+2.28%
+$107.46 
BP BP p.l.c. Sponsored ADR
+2.26%
+$155 
GLW Corning Incorporated
+2.24%
+$39.39 
EOG EOG Resources, Inc.
+2.19%
+$667.8 
DVN Devon Energy Corporation
+2.17%
+$68.16 
CDNS Cadence Design Systems, Inc.
+2.16%
+$158.4 
AMTM Amentum Holdings, Inc.
+2.16%
+$61.1 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$48.02 
CSCO Cisco Systems, Inc.
+2.14%
+$1,511.46 
GWW W.W. Grainger, Inc.
+1.97%
+$561.33 
JCI Johnson Controls International plc
+1.93%
+$1,718.04 
HAL Halliburton Company
+1.93%
+$35.38 
ROK Rockwell Automation, Inc.
+1.93%
+$18.14 
LHX L3Harris Technologies, Inc.
+1.9%
+$361.2 
PANW Palo Alto Networks, Inc.
+1.89%
+$11,488.2 
IONQ IonQ, Inc.
+1.87%
+$259.29 
CRM Salesforce Inc
+1.83%
+$662 
ORCL Oracle Corporation
+1.81%
+$355.74 
HWM Howmet Aerospace Inc.
+1.8%
+$368.52 
ZTS Zoetis Inc.
+1.66%
+$110.88 
THNQ Robo Global Artificial Intelligence ETF
+1.65%
+$12,758.81 
KMI Kinder Morgan, Inc.
+1.64%
+$152.88 
SHEL Shell plc
+1.62%
+$621.81 
ACN Accenture plc Class A
+1.61%
+$336.64 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$4,912.11 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$9,424.52 
CWS AdvisorShares Focused Equity ETF
+1.57%
+$6,917.64 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$635.78 
VZ Verizon Communications Inc.
+1.52%
+$1,427.3 
SAP SAP SE Sponsored ADR
+1.51%
+$49.32 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$355.08 
LMT Lockheed Martin Corporation
+1.5%
+$5,108.96 
MPLX MPLX LP
+1.46%
+$94.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$833.33 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,966.4 
NOC Northrop Grumman Corporation
+1.43%
+$305.2 
PWR Quanta Services Inc.
+1.43%
+$1,913.52 
KRP Kimbell Royalty Partners, LP
+1.42%
+$1,298.43 
GE General Electric Company
+1.42%
+$950.67 
TDC Teradata Corporation
+1.41%
+$43 
SLB Schlumberger Limited
+1.39%
+$61.88 
KLAC KLA Corporation
+1.38%
+$413.34 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$221 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$425.45 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$600.32 
CIEN Ciena Corporation
+1.34%
+$99.6 
CAH Cardinal Health Inc.
+1.3%
+$56.24 
PL PLANET LABS PBC
+1.29%
+$55.38 
WFC Wells Fargo & Company
+1.19%
+$535.5 
TMFC Motley Fool 100 Index ETF
+1.19%
+$193.83 
HONA Honeywell Aerospace Inc.
+1.18%
+$2.42 
AMAT Applied Materials, Inc.
+1.18%
+$100.3 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$1,858.22 
PSI Invesco Semiconductors ETF
+1.16%
+$108.33 
ITW Illinois Tool Works Inc.
+1.15%
+$377 
FITE SPDR S&P Kensho Future Security ETF
+1.14%
+$156 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4.56 
VUG Vanguard Growth ETF
+1.1%
+$451.98 
NOW ServiceNow, Inc.
+1.05%
+$169.36 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$16,090.9 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$26.52 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$203.98 
VDE Vanguard Energy ETF
+1.02%
+$157.17 
ADBE Adobe Inc.
+1.01%
+$537.14 
ILCG iShares Morningstar Growth ETF
+1.01%
+$196 
PRN Invesco Dorsey Wright Industrials ETF
+1.01%
+$5,918.4 
XLE Energy Select Sector SPDR Fund
+1%
+$731.01 
URI United Rentals, Inc.
+0.99%
+$1,913.4 
BKR Baker Hughes Company
+0.98%
+$42.48 
ADP Automatic Data Processing Inc.
+0.98%
+$220.15 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$57.68 
TTE TotalEnergies SE
+0.95%
+$60.59 
OEF iShares S&P 100 ETF
+0.95%
+$28,724.83 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$12.7 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$11,920.74 
ASTS AST SpaceMobile, Inc.
+0.92%
+$66.96 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$511.21 
UNP Union Pacific Corporation
+0.92%
+$29.37 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$354.88 
AMLP Alerian MLP ETF
+0.89%
+$1,175.02 
WMB The Williams Companies, Inc.
+0.89%
+$17.64 
IWL iShares Russell Top 200 ETF
+0.87%
+$224 
SCHW Charles Schwab Corporation
+0.87%
+$159.25 
MGC Vanguard Mega Cap ETF
+0.87%
+$236 
PWB Invesco Large Cap Growth ETF
+0.86%
+$49.4 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$2,347.68 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$37,508.53 
GEV GE Vernova Inc.
+0.85%
+$249.3 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$190.89 
CP Canadian Pacific Kansas City Limited
+0.83%
+$17.52 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$5,945.16 
FHI Federated Hermes Inc.
+0.82%
+$24.5 
SU Suncor Energy Inc.
+0.82%
+$47.85 
MCD McDonald's Corporation
+0.82%
+$99 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$14,820.45 
DRLL Strive U.S. Energy ETF
+0.8%
+$30.7 
SPXE ProShares S&P 500 Ex-Energy ETF
+0.8%
+$224 
EMR Emerson Electric Co.
+0.79%
+$283.2 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$38.22 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$6,087.97 
TSLA Tesla, Inc.
+0.76%
+$4,764.8 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,912.61 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.75%
+$990.86 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$489.44 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,676.45 
VIS Vanguard Industrials ETF
+0.72%
+$2,715.83 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$72.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$22,331.88 
SFY SoFi Select 500 ETF
+0.7%
+$23,015.5 
CAT Caterpillar Inc.
+0.7%
+$107.73 
CSQ Calamos Strategic Total Return Fund
+0.7%
+$788.48 
FRO Frontline plc
+0.69%
+$4.86 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$205.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,489.92 
CARR Carrier Global Corporation
+0.68%
+$95.76 
QTUM Defiance Quantum ETF
+0.67%
+$24,465.38 
DOW Dow Inc.
+0.67%
+$200 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$11,345.88 
PLTR Palantir Technologies Inc.
+0.65%
+$12,351.17 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$253 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,598.72 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$9,769.05 
IBOT VanEck Robotics ETF
+0.63%
+$3,789.6 
IXC iShares Global Energy ETF
+0.63%
+$246.4 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$183.12 
PRGS Progress Software Corporation
+0.62%
+$12.5 
TER Teradyne, Inc.
+0.6%
+$387.2 
IMO Imperial Oil Limited
+0.6%
+$1,350.6 
FDMO Fidelity Momentum Factor ETF
+0.59%
+$21,068.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$288 
MO Altria Group, Inc.
+0.57%
+$19.5 
HIO Western Asset High Income Opportunity Fund Inc.
+0.57%
+$209 
QBTS D-Wave Quantum Inc.
+0.56%
+$2 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$3,663.05 
APH Amphenol Corporation
+0.55%
+$2,712.13 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$4.55 
FRWD Nomura Transformational Technology ETF
+0.55%
+$61.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5.82 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.53%
+$7,539.18 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$73.04 
EXC Exelon Corporation
+0.53%
+$4.08 
GM General Motors Company
+0.52%
+$28.98 
PSX Phillips 66
+0.51%
+$235.44 
Q Qnity Electronics Inc.
+0.51%
+$145.2 
VUSE Vident U.S. Equity Strategy ETF
+0.5%
+$516.59 
SNDA Sonida Senior Living Inc.
+0.5%
+$239 
PSCJ Pacer Swan SOS Conservative ETF
+0.49%
+$3,062.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$250.98 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$208.12 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$135 
MOH Molina Healthcare Inc.
+0.47%
+$9.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$560.52 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$315.52 
DOCT FT Vest U.S. Equity Deep Buffer Fund
+0.47%
+$1,032.23 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$8,264.28 
IYW iShares U.S. Technology ETF
+0.46%
+$11,448.9 
PJT PJT Partners Inc.
+0.45%
+$3.8 
CMC Commercial Metals Company
+0.45%
+$449.5 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.45%
+$25.92 
DSEP FT Vest U.S. Equity Deep Buffer Fund
+0.45%
+$3,690.22 
KKR KKR & Co. Inc.
+0.45%
+$0.45 
SNY Sanofi American Depositary Receipt
+0.44%
+$7.03 
HEI.A Heico Corporation
+0.44%
+$20.34 
PAYX Paychex Inc.
+0.44%
+$74.46 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$16,419.22 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$5,080.16 
PSCX Pacer Swan SOS Conservative ETF
+0.42%
+$1,661.33 
CSX CSX Corporation
+0.42%
+$20.58 
RKLB Rocket Lab Corporation
+0.42%
+$30.51 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$59 
FMAR FT Vest U.S. Equity Buffer ETF
+0.41%
+$104.92 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$38.44 
CASY Casey's General Stores Inc.
+0.4%
+$35 
BRSP BrightSpire Capital Inc.
+0.4%
+$96.24 
PFE Pfizer Inc.
+0.4%
+$13.9 
DMAY FT Vest US Equity Deep Buffer Fund
+0.4%
+$2,823.56 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$5,282.58 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$12.58 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$5,177.7 
RTX RTX Corporation
+0.39%
+$213.36 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$1,415.19 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$2,673.63 
TPYP Tortoise North American Pipeline Fund
+0.37%
+$3,088.8 
AVGO Broadcom Inc.
+0.37%
+$5,461.92 
PG Procter & Gamble Co
+0.37%
+$115.01 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.37%
+$1,619.52 
EMLP First Trust North American Energy Infrastructure Fund
+0.36%
+$1,695.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$355.26 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$2,638.38 
TDG TransDigm Group Inc.
+0.36%
+$13.41 
BAC Bank of America Corporation
+0.36%
+$118.8 
DJUL FT Vest US Equity Deep Buffer Fund
+0.35%
+$9,380.47 
PSCQ Pacer Swan SOS Fund of Funds ETF
+0.35%
+$654.54 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$19.92 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$14.8 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+0.34%
+$523.26 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$35.25 
RF Regions Financial Corporation
+0.32%
+$40 
AZO AutoZone Inc.
+0.32%
+$38.72 
GD General Dynamics Corporation
+0.32%
+$81.74 
MRK Merck & Co., Inc.
+0.32%
+$59.04 
DMAR FT Vest US Equity Deep Buffer Fund
+0.31%
+$1,166.75 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$2,885.15 
SMH VanEck Semiconductor ETF
+0.3%
+$1,111.67 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$3,590.59 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$3,943.73 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$30,162.47 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$39.87 
VSNT Versant Media Group, Inc.
+0.28%
+$4.4 
PSCW Pacer Swan SOS Conservative ETF April
+0.28%
+$1,180.51 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$716.58 
SPH Suburban Propane Partners L.P.
+0.27%
+$3 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$16.8 
JPM JPMorgan Chase & Co.
+0.27%
+$3,042.78 
VT Vanguard Total World Stock ETF
+0.26%
+$829.02 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.23%
+$20.34 
EIS iShares MSCI Israel ETF
+0.23%
+$103.68 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$449.13 
SO The Southern Company
+0.21%
+$9.4 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$11.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,578.02 
JNJ Johnson & Johnson
+0.21%
+$135.68 
ADI Analog Devices, Inc.
+0.2%
+$92.5 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$530.66 
CMI Cummins Inc.
+0.19%
+$29.28 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$70.49 
INTU Intuit Inc.
+0.18%
+$85.5 
T AT&T Inc.
+0.17%
+$324.88 
MS Morgan Stanley
+0.17%
+$100.08 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$13.75 
CB Chubb Limited
+0.15%
+$45.05 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$277 
MMM 3M Company
+0.12%
+$136.5 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$70.7 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$325.74 
QLV FlexShares US Quality Low Volatility Index Fund
+0.1%
+$2.48 
ISRG Intuitive Surgical, Inc.
+0.1%
+$2.52 
LEU Centrus Energy Corp.
+0.1%
+$6.12 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$3.51 
C Citigroup Inc.
+0.1%
+$28.99 
AFL Aflac Inc.
+0.09%
+$22.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$14.4 
WMT Walmart Inc.
+0.09%
+$100.8 
ABT Abbott Laboratories
+0.09%
+$16.2 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$86.22 
PB Prosperity Bancshares Inc.
+0.07%
+$3.25 
KNGZ FT S&P 500 Dividend Aristocrats ETF
+0.06%
+$15.94 
TBPH Theravance Biopharma Inc.
+0.06%
+$0.42 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$199.53 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+0.04%
+$1,000.84 
HDV iShares Core High Dividend ETF
+0.04%
+$39.59 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3 
KCE SPDR S&P Capital Markets ETF
+0.03%
+$5.5 
DWMF WisdomTree International Multifactor Fund
+0.03%
+$64.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$1.07 
FEX First Trust Large Cap Core Fund A
+0.01%
+$46.56 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
SDSI American Century Short Duration Strategic Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 VALW
VALWS
0%
$0 G200
G2004J103
0%
$0 
CTVA Corteva Inc.
-11.9%
-$4,283.89 
COIN Coinbase Global, Inc.
-10.59%
-$519.6 
AAPL Apple Inc.
-7.35%
-$115,611.8 
NXPI NXP Semiconductors N.V.
-6.53%
-$80 
LIN Linde plc
-5.95%
-$1,966.9 
MU Micron Technology, Inc.
-5.9%
-$1,858.68 
MSTR Strategy Inc.
-4.56%
-$66.9 
SPOT Spotify Technology S.A.
-4.34%
-$340.05 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-3.54%
-$1.23 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$30,659.15 
EPR EPR Properties
-3.03%
-$1,870.16 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$817.8 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$189.75 
CRWV CoreWeave, Inc.
-2.88%
-$530.37 
UAMY United States Antimony Corporation
-2.87%
-$324.9 
BITB Bitwise Bitcoin ETF
-2.87%
-$75.75 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$205 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$2,073.5 
BITO ProShares Bitcoin ETF
-2.85%
-$255 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$186 
XRPC Canary XRP ETF
-2.85%
-$871.2 
ETH Ethan Allen Interiors Inc
-2.84%
-$1.04 
TOL Toll Brothers Inc
-2.76%
-$1,560.78 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$3.84 
LUMN Lumen Technologies Inc.
-2.74%
-$19.8 
CSL Carlisle Companies Inc.
-2.69%
-$169.32 
QCOM QUALCOMM Incorporated
-2.63%
-$1,667.82 
XRPZ Franklin XRP ETF
-2.62%
-$1,423.21 
DXYZ Destiny Tech100 Inc.
-2.6%
-$1,703.73 
VRTS Virtus Investment Partners Inc.
-2.54%
-$564.4 
ABBV AbbVie Inc.
-2.51%
-$349.38 
ICE Intercontinental Exchange, Inc.
-2.42%
-$162.97 
DLR Digital Realty Trust, Inc.
-2.42%
-$14.01 
SJM The J.M. Smucker Company
-2.41%
-$383.5 
VAW Vanguard Materials ETF
-2.38%
-$17,370.57 
XLB Materials Select Sector SPDR Fund
-2.34%
-$13,474.56 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$6,570.16 
UUUU Energy Fuels Inc.
-2.31%
-$52.65 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$113.04 
BA Boeing Company
-2.15%
-$2,422.83 
NEM Newmont Corporation
-2.14%
-$51.25 
SLV iShares Silver Trust
-2.13%
-$855 
APLD Applied Digital Corporation
-2.07%
-$316.1 
NFLX Netflix, Inc.
-2%
-$1,987.06 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$39.85 
AMD Advanced Micro Devices, Inc.
-1.9%
-$23,395.73 
IBB iShares Biotechnology ETF
-1.87%
-$142 
GIS General Mills, Inc.
-1.84%
-$201 
HRZN Horizon Technology Finance Corporation
-1.82%
-$297.76 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,512.98 
BHP BHP Group Ltd.
-1.64%
-$74.73 
SNOW Snowflake Inc.
-1.62%
-$1,687 
SOLV Solventum Corporation
-1.59%
-$462.3 
LRCX Lam Research Corporation
-1.58%
-$1,175 
NLY Annaly Capital Management, Inc.
-1.56%
-$93.24 
CPRT Copart Inc.
-1.52%
-$148.5 
GLD SPDR Gold Shares
-1.49%
-$8,379.41 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$12,737.76 
IAU iShares Gold Trust
-1.46%
-$11,860.48 
NVS Novartis AG Sponsored ADR
-1.45%
-$201.52 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$806.31 
LUV Southwest Airlines Co.
-1.38%
-$56.07 
NKE Nike, Inc. - Class B
-1.37%
-$304.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$807.84 
PPG PPG Industries Inc.
-1.35%
-$86.07 
DD DuPont de Nemours, Inc.
-1.32%
-$270.48 
TM Toyota Motor Corporation
-1.28%
-$66.42 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$66.08 
FCX Freeport-McMoRan Inc.
-1.28%
-$284.31 
IGR CBRE Global Real Estate Income Fund
-1.27%
-$473.82 
JOBY Joby Aviation, Inc.
-1.24%
-$74.88 
FXG First Trust Consumer Staples AlphaDEX Fund
-1.24%
-$3,784.32 
UBS UBS Group AG
-1.22%
-$137.8 
F Ford Motor Company
-1.21%
-$220.68 
TJX The TJX Companies, Inc.
-1.21%
-$34.56 
INVA Innoviva Inc.
-1.18%
-$12.5 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-1.16%
-$69.7 
NEE NextEra Energy, Inc.
-1.15%
-$398.95 
OMC Omnicom Group Inc.
-1.14%
-$1,417.78 
DE Deere & Company
-1.13%
-$142.8 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$16.8 
IR Ingersoll Rand Inc.
-1.11%
-$47 
TXN Texas Instruments Inc
-1.08%
-$141.94 
LOW Lowe's Companies Inc.
-1.08%
-$1,268.93 
PLD Prologis Inc.
-1.08%
-$34.76 
MCK McKesson Corporation
-1.08%
-$55.92 
CTAS Cintas Corporation
-1.04%
-$86.4 
DOC Healthpeak Properties, Inc.
-1.04%
-$22.31 
INTC Intel Corporation
-1.02%
-$108.81 
KO The Coca-Cola Company
-1.02%
-$113.4 
RFV Invesco S&P MidCap 400 Pure Value ETF
-1%
-$24.16 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1%
-$17,470.34 
XOM Exxon Mobil Corporation
-0.97%
-$2,083.86 
MET MetLife Inc.
-0.97%
-$107.16 
CHWY Chewy Inc.
-0.96%
-$20.24 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$64.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$513.24 
ARLP Alliance Resource Partners, L.P.
-0.92%
-$493.2 
O Realty Income Corporation
-0.87%
-$19.04 
SR Spire Inc.
-0.83%
-$155.44 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$3,429.22 
FE FirstEnergy Corp.
-0.82%
-$22 
PCAR PACCAR Inc.
-0.81%
-$36.72 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.78%
-$2,912.14 
BMEZ BlackRock Health Sciences Trust II
-0.77%
-$313.8 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$370 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$170.19 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$1,341.25 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$13,446.65 
AWP abrdn Global Premier Properties Fund
-0.74%
-$211.95 
SPGI S&P Global Inc.
-0.74%
-$101.31 
MA Mastercard Incorporated
-0.74%
-$1,181.5 
GSK GSK plc Sponsored ADR
-0.73%
-$49.4 
BLK BlackRock, Inc.
-0.73%
-$215.46 
BCS Barclays PLC Sponsored ADR
-0.72%
-$50.6 
VPU Vanguard Utilities ETF
-0.71%
-$1,634.72 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$25,427.7 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$4,552 
DASH DoorDash, Inc.
-0.69%
-$5.48 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$230.64 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$76.67 
PDI Pimco Dynamic Income Fund
-0.68%
-$343.75 
DUK Duke Energy Corporation
-0.67%
-$253.68 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$11 
BRO Brown & Brown Inc.
-0.66%
-$151.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$197.4 
WPC W. P. Carey Inc.
-0.65%
-$100.8 
NXTG First Trust Indxx NextG ETF
-0.64%
-$72.38 
AMGN Amgen Inc.
-0.64%
-$166.16 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,526.49 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$3,984.4 
GS The Goldman Sachs Group, Inc.
-0.63%
-$149.04 
AMT American Tower Corporation
-0.63%
-$75.9 
IDU iShares U.S. Utilities ETF
-0.63%
-$1,050.8 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$30.82 
PM Philip Morris International Inc.
-0.61%
-$165.2 
ECL Ecolab Inc.
-0.61%
-$111.15 
DHR Danaher Corporation
-0.61%
-$15.47 
APLE Apple Hospitality REIT, Inc.
-0.6%
-$57.5 
FYC First Trust Small Cap Growth Fund
-0.59%
-$7,464.23 
ROST Ross Stores, Inc.
-0.59%
-$51 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5.82 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$65.28 
GSBD Goldman Sachs BDC Inc.
-0.58%
-$157.5 
WEC WEC Energy Group Inc.
-0.57%
-$93.24 
SBUX Starbucks Corporation
-0.57%
-$114 
PRU Prudential Financial, Inc.
-0.56%
-$81.42 
PTMN Portman Ridge Finance Corporation
-0.55%
-$101.6 
COF Capital One Financial Corporation
-0.54%
-$190.97 
LLY Eli Lilly and Company
-0.53%
-$1,753.18 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,060.8 
NLOP Net Lease Office Properties.
-0.51%
-$0.96 
WELL Welltower Inc.
-0.51%
-$29.75 
STLD Steel Dynamics Inc.
-0.49%
-$365.8 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,561.98 
CHE Chemed Corporation
-0.47%
-$25.4 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$41.31 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$40.4 
SPG Simon Property Group, Inc.
-0.46%
-$33.17 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.46%
-$4,151.75 
PEP PepsiCo, Inc.
-0.46%
-$91.52 
DVY iShares Select Dividend ETF
-0.45%
-$43.2 
TRV The Travelers Companies, Inc.
-0.43%
-$179.3 
TEL TE Connectivity plc
-0.43%
-$178 
QSR Restaurant Brands International Inc.
-0.43%
-$4.8 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$318.63 
HD The Home Depot, Inc.
-0.42%
-$792.31 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.41%
-$2,641.15 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$24.89 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$528.92 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$2,062.38 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$211.2 
MBB iShares MBS ETF
-0.4%
-$14.8 
JXI iShares Global Utilities ETF
-0.39%
-$3,807.88 
VGT Vanguard Information Technology ETF
-0.38%
-$3,933.64 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$15.66 
AXP American Express Company
-0.38%
-$24.13 
FDX FedEx Corporation
-0.37%
-$112.7 
MDT Medtronic plc
-0.37%
-$143.68 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.37%
-$1,512.42 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$24.92 
ABNB Airbnb, Inc.
-0.37%
-$2.24 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$12,552.8 
DG Dollar General Corporation
-0.35%
-$13.05 
FDVV Fidelity High Dividend ETF
-0.35%
-$3,903.24 
ELAN Elanco Animal Health Incorporated
-0.34%
-$8.1 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$13.53 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$4,126.92 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$90 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$9.86 
MAGA Point Bridge America First ETF
-0.34%
-$88.92 
ADSK Autodesk, Inc.
-0.33%
-$3.85 
CL Colgate-Palmolive Company
-0.33%
-$40.8 
EG Everest Group, Ltd.
-0.32%
-$60.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$989.58 
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF
-0.31%
-$46.44 
IAK iShares U.S. Insurance ETF
-0.31%
-$555.22 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$131.04 
CEG Constellation Energy Corporation
-0.31%
-$292.41 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$441 
RY Royal Bank of Canada
-0.29%
-$15.25 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.29%
-$514.75 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$27.5 
DSL DoubleLine Income Solutions Fund
-0.28%
-$100.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$320.06 
KIE SPDR S&P Insurance ETF
-0.28%
-$159.84 
MAIR Madison Air Solutions Corp. Class A
-0.28%
-$60 
FXO First Trust Financials AlphaDEX Fund
-0.27%
-$818.29 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$28.68 
SCNX Scienture Holdings Inc.
-0.26%
-$0.03 
CNP CenterPoint Energy Inc.
-0.26%
-$1.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$31.5 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$90.75 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$179.14 
JPUS JPMorgan Diversified Return U.S. Equity ETF
-0.24%
-$11.25 
FISV Fiserv, Inc.
-0.24%
-$39 
COST Costco Wholesale Corporation
-0.24%
-$259.92 
AHR American Healthcare REIT, Inc.
-0.23%
-$405.86 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$4,488.6 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$9.75 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$161.49 
SPTB SPDR Portfolio Treasury ETF
-0.22%
-$12.48 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$8,753.07 
AUSF Global X Adaptive U.S. Factor ETF
-0.21%
-$2,090.99 
PFM Invesco Dividend Achievers ETF
-0.21%
-$270.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$22.5 
IXN iShares Global Tech ETF
-0.21%
-$888.5 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$17.64 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$679.44 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$6.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$22 
DEED First Trust TCW Securitized Plus ETF
-0.18%
-$5.85 
EPD Enterprise Products Partners L.P.
-0.18%
-$351.2 
NTRS Northern Trust Corporation
-0.17%
-$43.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$236.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1.4 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$30.77 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$1,101.64 
FITB Fifth Third Bancorp
-0.16%
-$0.99 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$327.36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$18.4 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$5.3 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.15%
-$1,481.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$120 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.14%
-$614.6 
IXG iShares Global Financials ETF
-0.14%
-$393.11 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,283.64 
WTV WisdomTree U.S. Value Fund
-0.13%
-$765.66 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$891.66 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$13.05 
BBDC Barings BDC Inc.
-0.12%
-$45.5 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$1,497.42 
MUB iShares National Muni Bond ETF
-0.11%
-$41.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$102.24 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,258.14 
TIP iShares TIPS Bond ETF
-0.1%
-$11.33 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$2.16 
IYF iShares U.S. Financials ETF
-0.09%
-$1,179.46 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$836.8 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$534.88 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$4,367.68 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$215.1 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$454.24 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$1,147.52 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$1.46 
FAD First Trust Multi Cap Growth Fund
-0.07%
-$780.29 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.06%
-$73.98 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$10.35 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$0.91 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$9.15 
VO Vanguard Mid-Cap ETF
-0.05%
-$204.96 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$2.76 
V Visa Inc. Class A
-0.04%
-$161.69 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$2.52 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$26.27 
UTES Virtus Reaves Utilities ETF
-0.03%
-$193.98 
TGT Target Corporation
-0.01%
-$2.16 
UBER Uber Technologies, Inc.
-0.01%
-$6.17 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2402 | Longs Won 1688/2402 70% | Profit Factor 19.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $83,823.33 |
| Average Win $25,308.91 | Best Trade (Aug 18) $2.13M | Sharpe Ratio -10.11 |
| Average Loss -$3,127.79 | Worst Trade (Aug 03) -$511,118.95 | Z-Score 12.16 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $16,851.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,715 | $1.16M | $1.46M | - | $294,221.4 | 25.31% | -7.354% |
| ABBV AbbVie Inc. | 54 | $11,341.77 | $13,550.76 | - | $2,208.99 | 19.48% | -2.513% |
| ABNB Airbnb, Inc. | 4 | $530 | $606.08 | - | $76.08 | 14.35% | -0.368% |
| ABT Abbott Laboratories | 180 | $24,498.17 | $19,026 | - | -$5,472.17 | -22.34% | +0.085% |
| ACN Accenture plc Class A | 128 | $34,645.29 | $21,237.76 | - | -$13,407.53 | -38.7% | +1.611% |
| ADBE Adobe Inc. | 214 | $75,442.55 | $53,587.74 | - | -$21,854.81 | -28.97% | +1.013% |
| ADI Analog Devices, Inc. | 125 | $29,752.75 | $45,926.25 | - | $16,173.5 | 54.36% | +0.202% |
| ADP Automatic Data Processing Inc. | 85 | $26,303.37 | $22,649.1 | - | -$3,654.27 | -13.89% | +0.982% |
| ADSK Autodesk, Inc. | 5 | $1,562.7 | $1,171 | - | -$391.7 | -25.07% | -0.328% |
| AFL Aflac Inc. | 191 | $20,159.89 | $24,348.68 | - | $4,188.79 | 20.78% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 126 | $12,508 | $12,268.62 | - | -$239.38 | -1.91% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 4,671 | $118,805.52 | $119,203.92 | - | $398.4 | 0.34% | +0.472% |
| AHR American Healthcare REIT, Inc. | 3,122 | $88,727.12 | $173,583.2 | - | $84,856.08 | 95.64% | -0.233% |
| AIQ Global X Artificial Intelligence & Technology ETF | 74 | $2,859.21 | $4,357.86 | - | $1,498.65 | 52.41% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 5,150 | $466,787.42 | $602,807.52 | - | $136,020.1 | 29.14% | +1.588% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 82 | $17,575.56 | $25,520.86 | - | $7,945.3 | 45.21% | +3.851% |
| AMAT Applied Materials, Inc. | 17 | $3,096.74 | $8,630.39 | - | $5,533.65 | 178.69% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,532 | $345,101.44 | $1.21M | - | $860,510.33 | 249.35% | -1.904% |
| AMGN Amgen Inc. | 67 | $18,906.89 | $25,805.72 | - | $6,898.83 | 36.49% | -0.64% |
| AMLP Alerian MLP ETF | 2,398 | $113,314.13 | $132,657.36 | - | $19,343.23 | 17.07% | +0.894% |
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FAQ
Which stocks have generated the highest profits for Nova Wealth Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: First Trust TCW Unconstrained Plus Bond ETF - $759,779.48, Palantir Technologies Inc - $451,667.08, iShares U.S. Technology ETF - $426,487.86, State Street Technology Select Sector SPDR ETF - $408,039.94, and Xtrackers MSCI EAFE Hedged Equity ETF - $341,895.67. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $107,067.42, Pacer Trendpilot 100 ETF - $97,836.45, Salesforce Inc - $75,849.93, Innovator IBD Breakout Opportunities ETF - $28,622.86, and Intuit Inc - $13,751.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nova Wealth Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.92M earned over time. The largest contributors to dividend income include First Trust TCW Unconstrained Plus Bond ETF - $624,458.08, First Trust Core Investment Grade ETF - $89,758.84, Xtrackers MSCI EAFE Hedged Equity ETF - $87,819.22, Franklin International Low Volatility High Dividend ETF - $83,759.92, and Invesco S&P 500 Momentum ETF - $80,661.14. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nova Wealth Management Inc.'s monthly returns?
Nova Wealth Management Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nova Wealth Management Inc.'s strategy be considered aggressive or moderate?
Nova Wealth Management Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nova Wealth Management Inc.'s strategy?
Nova Wealth Management Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
